Waypoint Wealth Counsel’s McKesson MCK Stock Holding History

Waypoint Wealth Counsel’s Portfolio MCK Stock Details MCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-284	Closed	-$208K	–	283
2025 Q2	$208K	Buy	+284	New	+$200K	0.1%	169

Other funds holding MCK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Waypoint Wealth Counsel's MCK Position: Q3 2025 in Review

Waypoint Wealth Counsel sold out of McKesson (MCK) in Q3 2025, closing a stake of 284 shares — an estimated $208K sold.

Waypoint Wealth Counsel first reported a position in MCK in Q2 2025 and held it in 1 quarter. The position peaked at $208K in Q2 2025. 1,835 funds tracked by Wall St. Rank hold MCK as of Q3 2025.

Waypoint Wealth Counsel reported no remaining McKesson position as of Q3 2025 after selling out during the quarter.
Waypoint Wealth Counsel sold 284 McKesson shares in Q3 2025, an estimated $208K.
Waypoint Wealth Counsel first reported a position in McKesson in Q2 2025 and held it in 1 quarter.
Waypoint Wealth Counsel's McKesson position peaked at $208K in Q2 2025.
1,835 funds tracked by Wall St. Rank held McKesson as of Q3 2025.

Based on Waypoint Wealth Counsel's 13F filing for Q3 2025, filed 20 Oct 2025.